**🚀 What’s New: Smarter Enquiry-to-Quotation Workflow for CRM Companies 🚀**

We’ve introduced a major enhancement to streamline how your sales process works from Enquiry to Customer Creation!

🌟 Key Highlights

1. Enquiry Creation for CRM Company

• You can now create Enquiries directly for CRM Companies instead of individual customers.

• This makes it easier to manage potential clients before they become official customers.

2. Quotation Management with Versioning

• Generate Quotations directly from an Enquiry or independently—no Enquiry reference required.

• Each Quotation now supports versioning, allowing you to revise and track proposal updates seamlessly.

3. Approval-Driven Customer Creation

• Once a Quotation is approved, and the client confirms approval, the system automatically creates a Customer record.

• If you’re using a multi-company setup, the customer will be created across both Parent and Child Companies, ensuring data consistency.

4. Automated Job Creation

• After customer creation, a Customer Job is automatically generated in the current Child Company, saving you time and manual effort.

🧩 Benefits

• Simplifies the sales-to-customer conversion process.

• Reduces duplication and manual data entry.

• Enables accurate quotation tracking with version control.

• Fully supports multi-company environments.

Stay tuned for more CRM automation features designed to make your workflow smarter and faster!

Enquiry Form With CRM Company :

Choosing CRM Company Instead of Customer: